CSV Import to update Variance Accounts on Inventory Item records

A. Prepare the CSV file for the import

The CSV file may contain the following:

a. Internal ID of the Item record

b. Price Variance Account

c. Quantity Variance Account

d. Exchange Rate Variance Account

 

B. Perform the import

1. Navigate to Setup > Import/Export > Import CSV Records

    Import Type = Items

    Record Type = Inventory Item

2. Click Select, choose the file for the import and click Next.

3. Set Data Handling to Update and click Next.

4. Map the following fields:

    Internal ID = Internal ID

    Price Variance Account = Price Variance Account

    Quantity Variance Account = Quantity Variance Account

    Exchange Rate Variance Account = Exchange Rate Variance Account

Note: You may click on the pencil icon to set a Default Value for the Account. If using the Internal ID of the Accounts, click on the pencil icon and set Choose Reference Type to Internal ID.

5. Click Next

6. Enter an Import Map Name and click Save & Run or simply click Run.